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Leon Shi is a seasoned project manager and business analyst with 10+ years of experience in IT and finance, holding a Bachelor of Business and Bachelor of IT degrees from the University of Technology Sydney and Academy of Information Technology.

Experience

    • Technical Project Manager
      • Mar 2023 - Present
      • Australia

  • Transformd
    • Sydney, New South Wales, Australia
    • Technical / Digital Business Analyst
      • Mar 2022 - Mar 2023
      • Sydney, New South Wales, Australia

      Utilizing the Transformd no-code platform to provide business process automation for the superannuation industry. Leading and managing the Australian Ethical Super (AES) digital form project.• Analyzing the business process and objective and scoping suitable solutions for AES• Writing technical requirements for the dev team and supporting in SOW / change requests documents • Creating project plans, prioritizing, coordinating, and tracking progress on the deliverables to ensure the project is delivered on time.• Developing and managing technical Jira tickets for the AES project development.• Managing customer relationships via hosting project showcases and scheduling progress updates on a regular basis.• Preparing test scripts and managing UAT tasks• Supporting AES on production release and future maintenance• Provide functional training to AESProject Lead in Equifax Fact Finder Broker Portal, managing project deliverables and customer relationships with Equifax.• Performing requirements analysis for the Equifax project• Preparing SOW and supporting solution architect process• Liaising with stakeholders and providing progress updates on a regular basis.• Gathering critical information from meetings with various stakeholders.• Preparing SaaS / Security documents, data flow diagram, and process diagram to ensure the project passes Equifax compliance.• Creating project plans, managing Jira tickets, monitoring deliverables and priorities for the project• Integrating third-party API services and supporting project development• Automating Equifax Fact Finder Broker Portal customer onboarding process• Performing testing tasks and arranging UAT tasks• Providing ongoing customer support

    • Project Manager / Business Analyst
      • Sep 2019 - Feb 2022
      • Australia

      Leading in designing and developing the new educational ERP solution (Enrollment management, attendance management, parent portal, class management, student information database, payment processing, etc.)• Gathering and documenting business requirements• Hosting workshops and project scoping sessions with stakeholders• Supporting and monitoring with third parties technology integration• Prioritized, coordinated and tracked progress of the Software Development Life Cycle (SDLC) and monitored financial status to ensure deliverables, milestone dates and budget were met on or before deadlines• Performed other project management tasks such as writing proposals, documenting overall assessment of the project and other tasks as requested.

    • Business Analyst
      • Apr 2018 - Aug 2019
      • Australia

      Collect functional/nonfunctional requirements from stakeholdersDocumenting user requirements and hosting workshopsSupport payment gateway integration processesPrepare test scripts for UAT and analyze test resultsSupporting project management process by monitoring deliverables and ensuring timely completion of projects.

    • Business Accountant
      • Nov 2014 - Jan 2017
      • Australia

      Managing the day-to-day accounting transactions.Managing AP/AR functions.Payroll processing and other associated payroll tasks.Preparing and lodging monthly / quarterly business activity statements (BAS).Consolidate and analyze financial statements and results.

Education

  • 2012 - 2014
    University of Technology Sydney
    Bachelor of Business, Accounting and Finance
  • 2016 - 2018
    Academy of Information Technology
    Bachelor of IT, Information Technology
  • 2016 - 2018
    Academy of Information Technology
    Bachelor of IT, Information Technology

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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